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Go to Settings > Agent tab to change AI Helpdesk behavior settings. All changes take effect immediately across the tenant.

Settings overview

SectionDescription
Notification SettingsToggle notifications when sessions are resolved
Escalation SettingsDefault assignees (queue notifiers) when no specific escalation target is found
Session LifecycleReminder and auto-close settings for inactive sessions

Notification Settings

Configure chat notifications sent to operators.
SettingDescription
Session ResolvedNotify the assigned operator when a session is marked resolved
Session Auto-ResolvedNotify the assigned operator when a session is automatically resolved
Each notification can be toggled on or off independently.

Escalation Settings

Set the default assignees (queue notifiers) to use when an escalation request cannot be routed to a specific operator.
1

Open the Agent tab

Go to Settings > Agent tab in the admin console.
2

Start editing escalation settings

Click the Edit button in the Escalation Settings section.
3

Select assignees

Type a member’s name in the search field and select queue notifiers. Multiple assignees can be configured.
4

Save

Click Save.
Only members with the Admin or Operator role can be set as queue notifiers in escalation settings.

Session Lifecycle

Configure automatic reminders and auto-close for sessions with no user response.
SettingDescriptionRangeDefault
Reminder thresholdHours of inactivity before sending a reminder to the user1–168 hours4 hours
Auto-close thresholdHours after the reminder before automatically closing the session1–720 hours24 hours
Auto-close enabledToggle auto-close on or offEnabled
The auto-close threshold must be greater than the reminder threshold. Saving fails if this condition is not met.
1

Open the Agent tab

Go to Settings > Agent tab in the admin console.
2

Start editing session lifecycle

Click the Edit button in the Session Lifecycle section.
3

Update values

Change the Reminder threshold, Auto-close threshold, and Auto-close enabled settings as needed.
4

Save

Click Save.
Last modified on July 10, 2026